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KW

Kaden J. Walsh

FARTHER
TOPEKA, KS 66606
Some features on this profile are disabled
CRD#: 7561498
KW
Kaden James WalshFARTHER

Professional summary

Kaden James Walsh, who also goes by Kaden J Walsh, Kaden Walsh, is a registered financial advisor currently at FARTHER located in Topeka, Kansas and LPL FINANCIAL LLC located in Topeka, Kansas.

Kaden is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Kaden has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Kaden J Walsh | Kaden Walsh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaden James Walsh's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 6, 2026 - Present

FARTHER

Office #1: 500 Sw Washbum Ave, Topeka, KS 66606
RIA
CRD#: 302050
TOPEKA, KS
Current

August 2, 2024 - Present

LPL FINANCIAL LLC

Office #1: 3639 Sw Summerfield Dr Suite B, Topeka, KS 66614
RIA
BD
CRD#: 6413
TOPEKA, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(9/17/2024)
IAR
Kansas
(7/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/13/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/12/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FARTHER

CRD#: 302050Topeka, KS 66606

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